Fundraising as a Service is targeted, flexible, and industry-tailored. We optimize capital raises and connect clients with the right investors.
We offer the following
Following types of Services
Standard
Service
An experienced part-time analyst manages the fundraising process and investor outreach with the support of our investment banking team.
- Set Up Fundraising Infrastructure
- Develop Targeting Thesis
- Build Investor Lists
- Qualify Investors and Initiate Email Outreach
- Call Investors and Arrange Pitch Meetings with Founders
- Collect and Manage Data/Feedback
- Weekly Performance Meetings with Full Data AccessSelf
- Pitch Call Review and Advisory
Full
Service
An experienced full-time analyst manages the fundraising process and investor outreach with the support of our investment banking team.
- Set Up Fundraising Infrastructure
- Develop Targeting Thesis
- Build Investor Lists
- Qualify Investors and Initiate Email Outreach
- Call Investors and Arrange Pitch Meetings with Founders
- Collect and Manage Data/Feedback
- Weekly Performance Meetings with Full Data AccessSelf
- Pitch Call Review and Advisory
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Fidel
www.fidelmanco.com (the “Fidelman & Co.”) is a website operated by Fidelman & Co., a privately held CT Corporation. Fidelman & Co. provides pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.